Purchases and Sales Made in Q1 2022 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q1 2022. The information is specifically focused on institutions that hold shares of BROOKFIELD ASSET MANAGEMENT INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10New |
$521 - $605
|
10
$579
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9+ 1.19% |
$469 - $545
|
763
$44.2K
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.1% |
$365 - $424
|
7.32K
$424K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.15% |
$313 - $363
|
3.96K
$229K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4+ 0.04% |
$209 - $242
|
9.33K
$540K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.24% |
$156 - $182
|
1.27K
$73.5K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
3+ 0.16% |
$156 - $182
|
1.83K
$106K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.12% |
$104 - $121
|
1.62K
$94K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.05% |
$104 - $121
|
3.65K
$211K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.07% |
$104 - $121
|
3.01K
$174K
|
|
May 16, 2022
Q1 2022
|
Shelter Mutual Insurance CO
|
BUY
|
- |
1+ 0.0% |
$52.1 - $60.5
|
56.1K
$3.25M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$52.1 - $60.5
|
1
$57.9
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.02% |
$104 - $121
|
11.5K
$668K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3Closed |
$156 - $182
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.07% |
$156 - $182
|
4.46K
$258K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$156 - $182
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.75% |
$313 - $363
|
336
$19.5K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-8- 0.14% |
$417 - $484
|
5.8K
$336K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-12- 0.9% |
$626 - $726
|
1.32K
$76.7K
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-13Closed |
$678 - $787
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-14- 12.17% |
$730 - $847
|
101
$5.85K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.12% |
$834 - $968
|
13K
$750K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 1.61% |
$938 - $1.09K
|
1.1K
$63.6K
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-19- 0.16% |
$990 - $1.15K
|
12.1K
$703K
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-20- 0.06% |
$1.04K - $1.21K
|
32.3K
$1.87M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-22- 0.07% |
$1.15K - $1.33K
|
29.8K
$1.73M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-24- 0.54% |
$1.25K - $1.45K
|
4.38K
$254K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25- 0.24% |
$1.3K - $1.51K
|
10.6K
$612K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 3.64% |
$1.3K - $1.51K
|
661
$38.3K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 5.88% |
$1.3K - $1.51K
|
400
$23.2K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25- 0.06% |
$1.3K - $1.51K
|
43.1K
$2.5M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 4.35% |
$1.41K - $1.63K
|
594
$34.4K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-32Closed |
$1.67K - $1.94K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36- 50.0% |
$1.88K - $2.18K
|
36
$2.08K
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-37- 0.03% |
$1.93K - $2.24K
|
146K
$8.48M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-41- 0.6% |
$2.14K - $2.48K
|
6.75K
$391K
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-44- 0.2% |
$2.29K - $2.66K
|
21.5K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-48- 92.31% |
$2.5K - $2.9K
|
4
$232
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-49- 0.14% |
$2.55K - $2.97K
|
35.1K
$2.03M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.99% |
$3.13K - $3.63K
|
1.95K
$113K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-62- 1.47% |
$3.23K - $3.75K
|
4.15K
$241K
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-67- 1.08% |
$3.49K - $4.05K
|
6.11K
$354K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-69- 1.37% |
$3.6K - $4.18K
|
4.96K
$287K
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-82- 0.85% |
$4.27K - $4.96K
|
9.62K
$557K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-86Closed |
$4.48K - $5.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87- 86.14% |
$4.54K - $5.27K
|
14
$811
|